Frank Rimerman Advisors’s PepsiCo PEP Stock Holding History

Frank Rimerman Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.99M	Sell	15,677 -2,719	-15%	-$375K	0.11%	147
2026 Q2	$2.49M	Sell	18,396 -2,623	-12%	-$392K	0.14%	123
2026 Q1	$3.26M	Buy	21,019 +247	+1%	+$38.5K	0.21%	78
2025 Q4	$2.98M	Buy	20,772 +2,931	+16%	+$431K	0.19%	89
2025 Q3	$2.51M	Buy	17,841 +4,377	+33%	+$625K	0.16%	103
2025 Q2	$1.78M	Buy	13,464 +3,555	+36%	+$479K	0.12%	132
2025 Q1	$1.49M	Buy	9,909 +14	+0.1%	+$2.08K	0.12%	140
2024 Q4	$1.5M	Sell	9,895 -1,501	-13%	-$246K	0.11%	134
2024 Q3	$1.94M	Sell	11,396 -679	-6%	-$117K	0.14%	119
2024 Q2	$1.99M	Buy	12,075 +11,999	+15,788%	+$2.07M	0.14%	118
2024 Q1	$13.3K	Hold	76	–	–	﹤0.01%	166
2023 Q4	$12.9K	Buy	+76	New	+$12.6K	﹤0.01%	161

Other funds holding PEP

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Frank Rimerman Advisors's PEP Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its PepsiCo (PEP) stake by 15% in Q3 2026, selling an estimated $375K and leaving 15,677 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #147.

Frank Rimerman Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Frank Rimerman Advisors held 15,677 shares of PepsiCo worth $1.99M as of Q3 2026.
Frank Rimerman Advisors sold 2,719 PepsiCo shares in Q3 2026, an estimated $375K.
PepsiCo made up 0.11% of Frank Rimerman Advisors's portfolio in Q3 2026, its #147 holding.
Frank Rimerman Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's PepsiCo position peaked at $3.26M in Q1 2026.
1,718 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.